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records disposition

records disposition

New Paper – Records Retention Scheduling II: Retention Schedule Development

Sheila Taylor’s latest chapter, “Records Retention Scheduling: Retention Schedule Development”, was published in the June 2021 supplement to Carswell’s Records and Information Management subscription-based service. This is the second of three chapters on Records Retention. What’s the chapter about? This chapter address records retention schedule development, including the research of legislated records retention and broader

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October 16, 2021 No Comments
records disposition

New Paper – Records Retention Scheduling I: Terminology and Concepts

Sheila Taylor’s latest chapter, “Records Retention Scheduling: Terminology and Concepts”, was published in the November 2020 supplement to Carswell’s Records and Information Management subscription-based service. What’s the chapter about? It introduces records retention scheduling terminology and concepts, illustrates how records retention scheduling is records and information management best practice, highlights the benefits of records retention

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February 17, 2021 No Comments
access to information

McGuinty Liberals Broke Ontario’s Archives and Recordkeeping Act

In the just released report – Deleting Accountability: Record Management Practices of Political Staff – A Special Investigation Report – Ontario’s Information and Privacy Commissioner (Ann Cavoukian) says high-ranking staff in Dalton McGuinty’s liberal government illegally deleted documents tied to the $585M gas plant scandal. The Commissioner’s investigation was prompted by NDP complaints that key liberal political

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June 6, 2013 No Comments
disaster recovery

Forum on Records Retention & Electronic Information Management — May 28-29, 2013 — Toronto

On May 28 and 29, Susan Nickle, co-founder of Wortzman Nickle Professional Corporation (an e-discovery law firm), and I will co-chair The Canadian Institute’s Forum on Records Retention & Electronic Information Management.

The forum is designed to provide records and information management (RIM) professionals and in-house legal counsel with innovative risk management strategies to manage and enforce records retention policies. 

In addition to co-chairing duties, I will be presenting on the topic “In-Depth Strategies to Mitigate the Risk of Your Records Retention Policy Being Terminated at the Implementation Stage” (May 28, 10:00 am).

 Mention my name when you register and you will receive an additional $200 discount.

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May 24, 2013 No Comments
electronic records

‘Unknown’: A New Category of Records

I attended second thought-provoking presentation at last week’s Infonex seminar, Managing E-records in Canada’s Public Sector, in Ottawa. In his presentation, “Defining and Implementing a Practical, Real-Life Information Governance Plan (IGP) for your Organization“, Bruce Miller (President, RIMtech) covered numerous topics such as policies, roles and responsibilities, change management, and performance measurement for electronic document and records management systems (EDRMS)

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January 28, 2013 No Comments
records disposition

How not to dispose of confidential documents

Police are investigating after some of the confetti at last week’s Macy’s Thanksgiving Parade in New York City was apparently produced from the confidential records of the Nassau County Police Department (NCPD).

Parade spectators reported seeing confidential information such as Social Security and license plate numbers, names of NCPD officers, information from arrest records, and even information about a motorcade for Mitt Romney when he was the Republican presidential candidate in the confetti that littered the streets after the parade.  From photos in the many, many news reports on this topic, it appears the confidential confetti was in the form of paper shreds from a strip-cut shredder instead of the more secure paper particles that a cross-cut shredder would produce.

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November 27, 2012 No Comments
Unprint a Document
records disposition

What will they think of next? “Unprint” a document

Maclean’s Magazine reports that the low-carbon materials processing group at the University of Cambridge have found a new technique for recycling paper. Julian Allwood (group leader) and his collaborators have developed a process that can remove toner from printed paper so it can be used again – essentially an “unprinter”.  In a nutshell, the process uses very

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September 1, 2012 No Comments

  • About the Author

  • Sheila Portrait
    Sheila Taylor

  • Sheila Taylor is a well known consultant, educator, speaker and writer with more than 25 years of experience in the information management (IM) field.

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    • Ergo Information Management Consulting provides product-independent advisory services to assist organizations in managing and controlling their information.

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    Case in Point

    That's A Lot of Records!
    Often the requirement for a needs assessment is driven by a specific initiative being considered or an immediate problem to be solved, rather than a general desire to establish a corporate (or organization-wide) IM program. We had a client wanting to improve its management of a specific group of critical records – thousands of member files in paper, microform and digital formats containing hundreds of unique document types.
    Assess, Plan and Schedule
    Ergo reviewed the organization’s current practices for managing those records, compared those practices to best practices, and identified risks and areas for improvement. From there we developed a strategic plan with a focus on records storage and retention. The plan identified the operational, financial and technological requirements for implementing the recommended changes, improvements and enhancements in the lifecycle management of the member records. Activities in the plan were classified as short term (next 6-12 months), medium term (next 12-24 months) and longer term (next 25+ months).
    Step by Step Success
    Implementation of the strategic plan enabled this organization to ensure its member records are properly identified, organized, accessible, protected and retained as long as necessary to meet operational and other requirements.
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